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Farther Finance Advisors’s American Electric Power AEP Stock Holding History

Farther Finance Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Buy
28,785
+3,176
+12% +$418K 0.03% 480
2026
Q1 		$3.37M Buy
25,609
+2,746
+12% +$344K 0.03% 465
2025
Q4 		$2.64M Buy
22,863
+6,512
+40% +$769K 0.03% 487
2025
Q3 		$1.84M Buy
16,351
+5,374
+49% +$588K 0.03% 485
2025
Q2 		$1.14M Buy
10,977
+758
+7% +$78.9K 0.02% 543
2025
Q1 		$1.11M Buy
10,219
+3,661
+56% +$371K 0.03% 466
2024
Q4 		$605K Sell
6,558
-684
-9% -$66.2K 0.02% 523
2024
Q3 		$743K Buy
7,242
+224
+3% +$21.9K 0.03% 447
2024
Q2 		$613K Buy
7,018
+1,466
+26% +$128K 0.03% 416
2024
Q1 		$469K Buy
5,552
+2,070
+59% +$168K 0.03% 410
2023
Q4 		$283K Buy
3,482
+783
+29% +$60.8K 0.02% 465
2023
Q3 		$203K Buy
2,699
+2,017
+296% +$164K 0.03% 385
2023
Q2 		$57.4K Buy
682
+230
+51% +$20.3K 0.01% 627
2023
Q1 		$41.1K Sell
452
-24
-5% -$2.19K 0.01% 661
2022
Q4 		$45.2K Buy
+476
New +$43.3K 0.02% 516

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Farther Finance Advisors's AEP Position: Q2 2026 in Review

Farther Finance Advisors increased its American Electric Power (AEP) stake by 12% in Q2 2026, buying an estimated $418K and bringing the position to 28,785 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #480.

Farther Finance Advisors first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Farther Finance Advisors held 28,785 shares of American Electric Power worth $3.94M as of Q2 2026.
  • Farther Finance Advisors bought 3,176 American Electric Power shares in Q2 2026, an estimated $418K.
  • American Electric Power made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #480 holding.
  • Farther Finance Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.